T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX)
The fund aims to achieve long-term capital appreciation by investing primarily in the common stocks of large-cap growth companies.
Fund Info
| Issuer | T. Rowe Price |
|---|---|
| Inception Date | May 1, 2020 |
| Category | Large Cap Growth Equities |
| Min. Investment | $2,500 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
TRGOX features an expense ratio of 0.70%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: TRGOX vs. VTI, TRGOX vs. TRLGX, TRGOX vs. TGRW, TRGOX vs. PIOTX, TRGOX vs. VFIAX, TRGOX vs. MEIKX, TRGOX vs. PRWCX, TRGOX vs. FSPGX, TRGOX vs. FSKAX, TRGOX vs. SWPPX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in T. Rowe Price Large-Cap Growth Fund Investor Class, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
T. Rowe Price Large-Cap Growth Fund Investor Class had a return of 32.87% year-to-date (YTD) and 39.00% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 32.87% | 25.45% |
| 1 month | 5.07% | 2.91% |
| 6 months | 17.34% | 14.05% |
| 1 year | 39.00% | 35.64% |
| 5 years (annualized) | N/A | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of TRGOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.86% | 6.39% | 2.19% | -4.23% | 5.49% | 6.39% | -1.38% | 2.28% | 1.68% | -0.02% | 32.87% | ||
| 2023 | 8.23% | -1.98% | 7.57% | 2.77% | 4.99% | 5.97% | 3.39% | -0.24% | -5.01% | 0.20% | 9.57% | 1.91% | 43.05% |
| 2022 | -10.56% | -4.00% | 1.00% | -14.01% | -2.85% | -7.78% | 12.06% | -4.80% | -8.99% | 4.99% | 3.12% | -11.20% | -37.64% |
| 2021 | 0.90% | 2.51% | 0.17% | 7.18% | -1.57% | 6.64% | 2.31% | 2.36% | -5.03% | 5.63% | -0.69% | -1.22% | 20.10% |
| 2020 | 9.05% | 4.10% | 7.13% | 9.14% | -4.73% | -1.77% | 10.23% | 3.98% | 42.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of TRGOX is 62, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the T. Rowe Price Large-Cap Growth Fund Investor Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the T. Rowe Price Large-Cap Growth Fund Investor Class was 44.00%, occurring on Jan 5, 2023. Recovery took 370 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44% | Nov 17, 2021 | 285 | Jan 5, 2023 | 370 | Jun 27, 2024 | 655 |
| -11.57% | Sep 3, 2020 | 14 | Sep 23, 2020 | 46 | Nov 27, 2020 | 60 |
| -11.09% | Jul 11, 2024 | 18 | Aug 5, 2024 | 46 | Oct 9, 2024 | 64 |
| -7.89% | Feb 16, 2021 | 15 | Mar 8, 2021 | 22 | Apr 8, 2021 | 37 |
| -7.33% | Apr 30, 2021 | 9 | May 12, 2021 | 25 | Jun 17, 2021 | 34 |
Volatility
Volatility Chart
The current T. Rowe Price Large-Cap Growth Fund Investor Class volatility is 4.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.